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Normally the President is 3-4 layers away from negociation, this one has kicked all them out and doing it mano y mano....and didn't the WTO do a pretty good job on trade infractions? I mean America has been booming for 2-3 decades--?
At what cost to the future are you willing to prop up a 3% gdp in government borrowing? at when rates go back to historic levels who's going to buy and pay the debt?
we are now on track to a 1 trillion added deficit, and we are in a recovery and growth as you say------
So the smartphone you have is garbage? Your TV? IDCC receives royalties form Chinese companies and will in the future, you seem to paint with a wide brush--?
A study commissioned by the U.S. Chamber of Commerce's 21st Century Energy Institute says the extraction of “unconventional” shale oil and gas through horizontal hydraulic fracturing – or fracking – has meant a job boom even in states that don't actually have shale deposits, with 1.7 million jobs......
this has accelerated in recent months
reason: Price of oil is constant
Environmental rules relaxed
from my view of history this started in 2010,the recovery, and you had an acceleration in stimulus by tax cuts which put money in corporations plus Interest is at a 50yr low still, the Feds keep the printing presses running , the dollar is strong, and the defacto world reserve currency.....housing, Fracking, auto's, some global companies here making cars, Toyota others.....
In China , 200 million people assemble the tech products you use , they live in Schenzen area of China...this area is the defacto high tech cluster for mfg in the world----
Really, you think mfg jobs are coming back here? Nebraska Furniture sales over 1.5million dollars a day in its Stores, per store, most of that furniture is made in Guangdong China..Hickory NC used to be the cluster of furniture mfg in USA, that's long since moved to China, the skill labor is not there anymore
Trade tarrifs , https://www.bloomberg.com/news/articles/2019-05-07/trump-china-tariffs-who-pays?fbclid=IwAR2pPFfsw9iBUBJCt0i7alDWJkPyRYOM551ZDopkwuItsRfNfMjQnBkdJfQ
the alt universe some live in will lead to a bad ending, we've tried protectionism, smoote hartly....China makes all the soft goods we buy, we/they employ millions assembling your Xmas ornaments and tools---
which end up in storage units for decades
we have had a you sell us soft toys we license you technology , IT, etc--the Cloud has made it almost impossible to pirate some technology-----
Trump is living in the past of shrink wrapped software----
I agree sons, they take a much longer view, we have a President who manufactures a crises almost weekly, the trade deal can be drawn out for months, and he can run on the trade deal for 2020, which he might, today we are bailing out soybean farmers at $25billion in US Farm AID---
socialize losses
Privatize profits
Is it just me or do we make new highs in June and July of the year? Around the annual meeting we normally break out to new highs---
I think a $4billion valuation is low, hello Intel, who wants to play in the Iot world and some fun in video---?
they are looking for some big wins in China , Consumer electronics is an area if we pick up .05-.10 we will add massive revenues to our coffers, the Call was pretty upbeat and the amount of stock taken off the table shows someone is looking down the road
Our bumps are delayed
Hauwee is asking for a FRAND rate to be applied to IDCC patents by a chinese court--you don't think that has any effect on QCOM rates, FRAND rates?
Thinking the same thing Jeffree, and I do believe if someone would like a better FRAND , hint QCOM they might be willing to take us out of the way, HINT buy us at a premium of say 2x present share price, I'm happy to take that, they do these kinds of deals on Sunday nights---I mean why would mega billion Qcom risk IDCC getting to set a FRAND rate that is lower than it "thinks" it deserves----HINT , QCOM take us out of the way....
Same court that ruled Hello Kitty is a real cat....prepare the wok
5G is coming, when the big $$ will roll in, hold tight, they are working on our emotional staying power
isn't amazing we live in a world where wealth as far as stock values are tied up in companies related to Clouds? 30yrs ago I could explain what the top companies here did, now its hard, like Amazon, they are a giant garage sale and now they are selling my likes and preferences, you don't have agency , someone else does----taken from
PJ O Rourke None of my Business
they explained the way they are recognizing revenue is more conservative and normally would have been 89mil--
Pricing IDCC for very little , it appears some people are missing it, and that's fine, they usually do, and when they do, oh my PHO---
hey can't we get in on this?
Reuters: U.S. set to demand $1.7B, conditions from China's ZTE
what's going on here is a below the surface way to take shares from the people who cannot stomach to see there shares go up and down like the Texas Twister----they do this a lot in the market---take the shares from the holders, we have a good business, history, earnings, DIVIDENDS (NEED MORE) but some---more that Facebook or Amazon< LOL
yes, thanking you DOFR, carry on and on---
Been at this a while , IDCC pays me to hold it, has growth , has cash, fishing in a big big pond, I remain 3x from here in 4-5yrs I can wait
me 2 at the same time, they are frankly in a different league, we as stock holders are beneficial owners of a business that is not in the same category with the reach
I like it when you talk like the "Stormy" ,
InterDigital and Kyocera Corporation Sign Multi-Year Patent License Agreement
On valuations: Netflix is almost worth as much as Disney, and combined, most of the movie studios , networks and some others.
Amazon is worth more than most of the big box retailers, some are jettison the market to find valuation in other places..
We live in a strange time, the miserable index is high in America , unhappy people with all the wealth and media one can consume its not translated into happiness, unless your Me.
Our company is plugging away to impact cities world wide, smartcity networks---drive in any city and you will see how great an idea this is---cars are taking lives that are driven by humans, humans are fatigued and not reliable in driving, cars will be able to talk to each other---YEA
thank you Jeffree for caring enough to call, the commoners appreciate it, the prefereds have a Hot line ,can they call too? lets hope and wait--as the Zen say "lets us wait and see"
short term cravings are met with non contentment, we must remember it takes 70yrs to grow a forest----
Good review , company buy up all the shares with a $100 share price and/or PE take us out, the market does not appreciate what this company has done--we are being ASSAULTED
They are assaulting a good company,
I cry foul
This is a strange reaction to a healthy report, wait it out , the machines are in control now
we are soon to be selling forward PE of a negative PE, anyone in PA or DE, some private equity people might have thought, lets buy up all the stock and just pay ourselves---?
yea, totally agree, as Buffet-Buffeee says "every day the market lets us swing or take a "ball" its up to us", there's 1'000's balls thrown daily----I happen to believe this one is worth holding and holding a long time....how long? As long as it takes for me to feel happy selling it and walking away with no regrets....
Double the damages, maybe treble?
I'm looking like a "subtle genius" now with all the mining I'm doing here with block chain
Love your analysis, and always very plain and easy to understand of all people I need easy to understand.
Happy new year in sunny western territories
EV & AV's , robots are about to be the most prolific change to our connected world, the next 10yrs are going to see massive change in cars , cities etc.... all driven by connected devices, I will have a Robotic lawn more in 2018, we have just started the AV's, and IDCC will be a player, this stock will not stay this cheap for long.....
makes no sense we corrected that much, other than we have week holders, and/or float is held by hostile people to the cause---reversal is due to come, with the tax rate going to 20% , we have a PE of 3 or 4---amazing this stock is sooo cheap
Up and down a little
Rev guidance : DJ InterDigital Sees 4Q Rev $155M-$160M >IDCC)